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Did you know that there are responsible investments through which you can grow your assets while also supporting sustainable development? Are you concerned about climate change, human rights, working conditions and other global issues? Invest in companies that share your values!

Responsible investing... It couldn't be easier!

Investments that reflect your values...

By investing responsibly, you can support what you believe in and diversify your portfolio at the same time!

Without compromising performance...

Does responsible investing yield returns to match conventional investing? Absolutely! Green options that offer high returns are now common currency!

While supporting the sustainable economy!

Responsible investing means putting your money in companies that embrace sound environmental, social and governance practices. Growing your money while looking out for your children's (and the world's) future: it's possible!

Responsible investing options

Mutual funds1: Investing in the markets

UNI provides access to a full range of mutual funds and turnkey solutions though Credential Asset Management Inc. and Credential Securities.

Priority Terra Guaranteed Investment: Doing your part for the planet!

The Priority Terra Guaranteed Investment is a responsible investment that allows you to take advantage of the yield potential of environmentally conscious companies, while protecting your capital.

I want to invest...

Working with an advisor pays dividends!

An advisor can help you establish your investor profile.

They are then in the best position to guide you in choosing investment options that meet YOUR financial objectives!

On my own, through Qtrade Investor2

Do you have a knack for crunching financial data? Why not dip your toes in the do-it-yourself investment market through one of Canada's leading online brokers?

Designed for independent investors, Qtrade Investor helps you diversify your strategies by buying and selling investments online.

Contributing to an RRSP

  • Contribution deadline: March 2, 2020 (for the 2019 tax year)
  • Contribution room: 18% of income earned in 2019 up to $26,500
  • Contributions tax-deductible: Yes
  • Withdrawals: Taxable
  • Age limit for contributing: December 31 of the year you turn 71

Contributing to a TFSA

  • Contribution deadline: None
  • Contribution room: Up to $6,000 for the 2020 tax year
  • Contributions tax-deductible: No
  • Withdrawals: Non-taxable
  • Age limit for contributing: None
Worried that you'll forget to contribute? Consider setting up automatic transfers!

Questions?

Our advisors have the answers you need!

Contact us
1. Mutual funds, and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

2. Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.